Lisa C.

• Planned future venture.
• Not currently operating or providing services at this time.

We provide integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers.

• Served as Finance Business Partner to the Chief Revenue Officer and global commercial leadership for an enterprise software business.
• Led a four-person finance partnering team responsible for revenue, ARR, pipeline, budget, forecast, and variance analysis.
• Owned executive-level revenue and pipeline reporting to improve leadership decision support.
• Connected contract timing, sales pipeline, SaaS metrics, revenue recognition, legal input, and regional performance into clearer materials.

Monta is the EV charging software platform built for operators who want flexibility, not restrictions.

• Built FP&A infrastructure for a high-growth SaaS company, including 3-year planning, budgeting, and KPI reporting.
• Supported a EUR 80M+ Series B raise by developing financial planning materials, scenario analysis, and investor narratives.
• Overhauled revenue forecasting with a bottoms-up pipeline and funnel model to improve commercial visibility.

Abzu is the best in class in silico disease understanding and drug design company.

• Spearheaded development and management of a comprehensive multi-year financial forecast with scenario analyses to navigate financial and operational risks.
• Oversaw financial controlling and reporting, including monthly investor updates and Board presentations delivering strategic financial insights.
• Directed financial strategy and metric development for a new SaaS product to align objectives and optimise revenue growth and profitability.
• Partnered with Business Development to design and implement advanced sales metrics, improving forecasting accuracy and internal reporting.
• Led execution of the company’s ESG vision by designing an ESG scorecard and establishing KPIs to track measurable sustainability progress.
• Delivered significant improvements in reporting and forecasting accuracy while driving advanced sales and cash flow analyses for faster decision-making.

At Maersk, we meet customer needs from one end of the supply chain to the other.

• Redesigned and enhanced financial modeling processes across all reporting periods to improve accuracy and strategic alignment.
• Developed and implemented analysis and reporting frameworks to support and streamline executive decision-making.
• Coordinated and consolidated financial inputs from cross-functional stakeholders to ensure timely, reliable reporting.
• Introduced automation that reduced errors and saved an estimated 16 hours of manual work per month for the team.

CBIZ, Inc. delivers top-level financial and benefits and insurance services to organizations of all sizes.

• Led and managed consulting projects for clients across Biotech, SaaS, and Fintech, delivering tailored solutions to client needs.
• Performed comprehensive analyses of client operations to identify improvement opportunities and recommend strategic changes.
• Designed and implemented operational solutions that drove measurable efficiency gains and significant cost savings.

• Partnered with clients across industries to implement finance and accounting software, develop budgets, and streamline processes.
• Performed technical and corporate accounting functions to ensure accurate reporting and regulatory compliance.
• Provided strategic financial consulting including cash flow management, forecasting, and performance analysis to support long-term goals.

Breaking news and analysis from time.com.

• Developed and managed full P&Ls, budgets, and long-range plans for publications, websites, and tablet applications.
• Generated monthly close journal entries and performed quarterly balance sheet reconciliations.
• Prepared ad hoc analysis and reporting for senior management to inform business decisions.
• Identified efficiency opportunities through benchmarking across the finance organization.
• Managed accounts receivable and payable processes for the television series This Old House and Ask This Old House.
• Oversaw external and internal audits for the entire brand finance business office.

• Supported P&Ls, budgets, and planning for publications and digital products.
• Assisted with monthly close tasks, journal entries, and balance sheet reconciliations.
• Prepared financial reports and analyses to support the finance manager and senior stakeholders.

Stelliam Investment Management is an investment management firm.

• Executed trade settlement, pricing, processing, and reconciliation for equity, options, fixed income, and FX transactions.
• Maintained side-by-side records in Geneva for three funds totaling over $1 billion.
• Oversaw funds’ internal NAVs and month-end reconciliation to the administrator.
• Reported period-end cash and position reconciliations between funds and custodian banks.
• Designed variance and control research, resolution, and reporting to senior management.
• Prepared annual client financial and statutory reporting, including NAV calculations and performance reporting.

Building trust for today and tomorrow.

• Performed financial services auditing and risk control at major financial services clients.
• Implemented PwC's risk-based approach to financial analysis, audit, risk management, and compliance.
• Developed and executed extensive controls testing including SSAE 16 reviews.
• Conducted integrated financial reporting audits in accordance with the Sarbanes-Oxley Act.
• Maintained proficiency with U.S. GAAP, IFRS, Dodd-Frank compliance, and updated FASB Accounting Standards.